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Aenc association 101 org mgmt -domain 1


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Aenc association 101 org mgmt -domain 1

  1. 1. Organizational Management February 22 and 24, 2012Presented byWendy Scott, CAEWendy Scott & Associates, Inc.
  2. 2. DOMAIN 1: Organizational Management A. General Management B. Branding and PositioningFACT:14% - 16% ofCAE exam C. Financial Management D.Globalization E. Strategic PlanningCAE Content Outline
  3. 3. Fundamental Management Principles: Who “owns” the association? Who are the “customers”? Who manages the association? Who makes the policy decisions? Who does the work of the association? Wendy Scott & Associates, Inc. 3
  4. 4. “Time for Radical Change” Time Value Expectations Market Structure – Consolidation and Specialization Generational Issues Competition Technology The Race for Relevance Wendy Scott & Associates, Inc. 4
  5. 5. A. General Management1. Staff and volunteer leadership association training2. Define the association’s core values and competencies3. Manage change and innovation4. Develop partnerships and collaboration to fulfill mission Wendy Scott & Associates, Inc. 5
  6. 6. General Management, continued…5. Develop internal and external metrics6. Processes for efficiency7. Leadership succession plan Wendy Scott & Associates, Inc. 6
  7. 7. The RULE is… The REALITY is… Association must do Members want to collective good and know: “What’s in it not show favoritism. for me?”The Rules Must show results Associations are or impact on comprised of manyand Realities external constituencies – hardof organizations or stakeholders. to please everyone.Associations Associations must Standards of be efficient with productivity and resources. success are often subjective. Policy must be Policy making is slow made with input and reflects political from members, compromise. staff and other stakeholders. Wendy Scott & Associates, Inc. 7
  8. 8. B. Branding and Positioning1. Environmental scanning to develop branding and positioning strategies.2. Identify the association’s unique value proposition3. Integrate brand into all programs, services and activities Wendy Scott & Associates, Inc. 8
  9. 9. Crafting the Association’s Value PropositionInternal Analysis• How do you create value?• What are your core competencies?• What are your capabilities?• Why should current or prospective members accept your value promise?External Analysis• How do members measure the value you provide?• How does your value compare to competitors?• Does your proposed value meet member needs?• How can you increase the value you’re offering over time? Wendy Scott & Associates, Inc. 9
  10. 10. C. Financial Management1. Develop and manage budget to strategic plan2. Good financial reporting system and transparency.3. Independent review and audits.4. Manage investments and related policies.5. Guide financial planning and performance6. Policies and procedures for string internal controls Wendy Scott & Associates, Inc. 10
  11. 11. D. Globalization1. Global trends and impact2. Global opportunities3. How to ensure relevance in the global marketplace Wendy Scott & Associates, Inc. 11
  12. 12. E. Strategic Planning and Thinking…1. Strong process to advance mission and vision2. Communicate the plan3. Use strategic planning to set priorities and allocate resources4. Collect data to develop tactics and action steps5. Develop funding strategies to support the plan Wendy Scott & Associates, Inc. 12
  13. 13. S.M.A.R.T Goals Specific Measurable Attainable Realistic TimelyWendy Scott & Associates, Inc. 13
  14. 14. Change Management: Importance of Trust During Change "Fix the trust thing. Everything else, the vision, values, shared sense of purpose, and purposeful change will all follow, simply because people want them to.” Association Leader Wendy Scott & Associates, Inc. 14
  15. 15. GOAL: To get a set of individuals to act like a single entity.Always ask this Question: “If this decision was made known to members and the public today, what would the reaction be?” Wendy Scott & Associates, Inc. 15
  16. 16. 7 Measures of Association Success…Commitment to Purpose1. A Customer Service Attitude2. Alignment of Products and Services with MissionCommitment to Analysis and Feedback3. Data Driven Strategies4. Dialogue and Engagement5. Staff as Brokers of Ideas & InformationCommitment to Action6. Organizational Adaptability7. Alliance Building Wendy Scott & Associates, Inc. 16
  17. 17. Wendy’s Personal Tips for Successful Organizational Management:  Find a Mentor(s)  Keep up with Trends  Know the “Best Practices”  Think globally  Stay true to your core values, ethics and standards  Remember who “owns” the association  Capitalize on your strengths  Serve to assist members and leaders in reaching their goals Wendy Scott & Associates, Inc. 17
  18. 18. Wendy Scott & Associates, Inc.8400 Stonegate Drive, Ste. 101 Raleigh, NC USA 27615 Tel. 919.412.2121 Fax 888.412.6704 Wendy Scott, CAE President U.S. & International AssociationStrategic Planning & Development ___________________________ Full Service Site Selection and Meeting Services Wendy Scott & Associates, Inc. 18